How to add a new contact using the mobile app (Android)
The OnePageCRM mobile app is available to download for both Android and iOS. To add a New Contact on mobile, you have two options:
- Add contact manually.
- Import from address book.
Add contact manually (Android)
- Open up the mobile app and choose the Floating Action Button (see A) to the bottom right of your screen and select Add contact manually.
- Fill in your contact's details as required (you must have at least a Organization name or a Last name to save the contact).
- Assign a Status, any relevant Tags, Lead source and Owner to your contact (see B).
- Select the Check icon to the top right to save your contact (see C).
- After your contact is saved, you will be prompted to enter a Next Action (see D). This is the next task to be completed to move your contact closer to a sale. Enter your Next Action text and schedule it for a date in the future.
- Select the Check icon in the top right to save this action (see E).
- Your contact will then appear in your Action Stream and will float to the top of the list when their action falls due (see F).
Import from address book (Android)
- Open up the mobile app and select the Floating Action Button to the bottom right of your screen (see A) and select Import from address book.
- Choose your contact from your address book and we'll pull their First name, Last name and Phone number into the relevant fields in OnePageCRM.
- Fill out the rest of the contact's information and assign a Status, any relevant Tags, Lead source and Owner as required (see B).
- Select the Check icon to the top right of the screen to save (see C).
- After your contact is saved, you will be prompted to enter a Next Action (see D). This is the next task to be completed to move your contact closer to a sale. Enter your Next Action text and schedule it for a date in the future.
- Select the Check icon in the top right to save this action (see E).
- Your contact will then appear in your Action Stream and will float to the top of the list when their action falls due (see F).